Financial Institution Switch Kit

Anybody can do it...

Financial Institution Switch Kit

More service
Online and in-branch
to increase your deposit base...

Switching your customers/members to your financial institution has
never been easier. In three simple steps, FI Switch Kit generates all
of the necessary documents for your new and existing customers/members
to cut all ties with their previous financial institution(s). Checking
and savings deposits can be transferred via check or wire. Direct Deposits
or Automatic Payments (ACH) can be moved at the same time. The fully
editable, review-as-you-go process eliminates confusion and anxiety.
A comprehensive summary checklist is generated at the end, giving your
customers/members peace of mind that they didn't forget any details
when their confirmation letters arrive in the future.

FI Switch Kit seamlessly integrates with your existing website while
providing you control for easy customization. FI Switch Kit's turnkey
solution compliments any financial product and will help you secure
more business while providing superior service for your customers/members.
Employee training is simple and administration of the kit is made easy
with a full-featured administration area. FI Switch Kit is inexpensive,
secure, and easy to implement. Test-drive the product
and see how it can help your financial institution.